See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,282 | $77,503-41.6% | $100,391-54.9% | $80,856-44.0% |
| Participation rate | 64.1% | 76.9%-12.8pp | 81.5%-17.4pp | 67.6%-3.5pp |
| Annual return | 14.13% | 37.20%-23.1pp | 49.20%-35.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,743 | $2,801-37.8% | $3,942-55.8% | $2,755-36.7% |
| Participant deferral / active EE | $3,652 | $6,820-46.4% | $8,082-54.8% | $4,296-15.0% |
| Admin fee / account holder | $2,946 | $5,897-50.0% | $7,899-62.7% | $6,918-57.4% |